
美食-KY上半年營收82.59億元較去年同期衰退,但歸屬母公司淨利達5.74億元,年增近74%,主要得益於美國市場收入46.19億元,佔總營收55%。王品獲利成長24%,漢來淨利暴增近50%。
AI-generated summary
餐飲業經歷疫後報復性消費後成長煞車,台股餐飲股中僅少數公司獲利逆勢成長。
美食-KY靠著美國發大財。(資料照)
〔記者高嘉和/台北報導〕餐飲業經歷疫後的報復性消費後,成長明顯煞車,近2年來AI火熱、台股狂飆,財富效應也未擴及餐飲市場。但台股有3家餐飲股獲利持續上衝,其中有1家營收衰退、但獲利暴增,就是靠著美國發大財。
王品聚焦台灣主場 獲利大增24%
根據2026年上半年財報,王品合併營收達129.17億元,較去年同期的114.34億元持續成長;淨利更衝上8.25億元,較去年同期6.64億元大幅成長約24%。
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王品成長核心引擎,絕對是「台灣主場」。台灣市場上半年貢獻高達104.69億元營收,並創造9.68億元獲利;相較於中國市場僅貢獻24.48億元營收與認列7千萬元獲利,台灣主場已成為王品最強大後盾。
南港據點發威 漢來3大支柱成形
漢來美食今年上半年營收達36.75億元,年增逾16%;淨利達3.89億元,較去年同期的2.59億元暴增近50%,每股盈餘(EPS)更從6.15元飆升至9.21元,成長力道驚人。
營運爆發歸功於「台北南港」新據點發威。財報顯示,上半年「台北南港分公司」單一部門就狂掃10.1億元營收,挹注1.14億元的部門利益,已與巨蛋分公司、高雄分公司成為漢來營收3大台柱。
美食-KY獲利增逾7成 美國發大財
面對中國餐飲市場內卷與消費降級,美食-KY果斷「去中赴美」。今年上半年財報顯示,儘管美食-KY合併營收82.59億元較去年同期的94.53億元呈現衰退,但歸屬於母公司業主的淨利卻達5.74億元,較去年同期的3.29億元狂增近74%。
美食-KY更是靠著美國發大財。2026年上半年,美食-KY來自「美國」的收入高達46.19億元,不僅遠遠拋下中國的20億元與台灣的16.14億元,美國單一市場佔比更突破集團總營收的55%。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
美食-KY將繼續深耕美國市場以維持獲利成長
Likely · Within months
王品將維持台灣市場為主要成長引擎
Very likely · Within months

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